Fee-Only Financial Planners in Long Beach, CA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Long Beach, CA:

Samantha Garcia

CFP®, AIF®, CDFA®

Halbert Hargrove

Long Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Long Beach, CA, serving clients locally and across the country

Erin Nelsen

CFP®

Asset Planning Inc.

Cypress, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Advisor Located in Orange County, CA and Serving the Greater Los Angeles Area

Matthew Pixa

MBA, CFP® Certificant

My Portfolio Guide, LLC

Seal Beach, CA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Seal Beach, CA, serving Orange County and clients across the country

Jared Tanimoto

CFP®

Ascent Wealth Advisors

Los Angeles, CA

Specialties: Retirement Planning, Tax Planning, Estate Planning, Investment Management

InvestmentNews 40 Under 40 Recipient, Financial Planning Association of OC Past President, Advisorpedia Contributor

W. David Armes

Dover Healthcare Planning LLC

Long Beach, CA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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